Smith Salley Wealth Management’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.29M Buy
4,934
+257
+5% +$119K 0.13% 105
2025
Q1
$2.09M Sell
4,677
-16
-0.3% -$7.15K 0.14% 105
2024
Q4
$2.28M Sell
4,693
-26
-0.6% -$12.6K 0.15% 99
2024
Q3
$2.76M Sell
4,719
-19
-0.4% -$11.1K 0.18% 84
2024
Q2
$2.21M Buy
4,738
+27
+0.6% +$12.6K 0.16% 88
2024
Q1
$2.14M Sell
4,711
-2,304
-33% -$1.05M 0.17% 94
2023
Q4
$3.18M Sell
7,015
-228
-3% -$103K 0.21% 83
2023
Q3
$2.96M Sell
7,243
-8
-0.1% -$3.27K 0.22% 77
2023
Q2
$3.34M Buy
7,251
+31
+0.4% +$14.3K 0.25% 74
2023
Q1
$3.41M Buy
7,220
+59
+0.8% +$27.9K 0.27% 75
2022
Q4
$3.48M Buy
7,161
+37
+0.5% +$18K 0.3% 74
2022
Q3
$2.75M Buy
7,124
+94
+1% +$36.3K 0.26% 78
2022
Q2
$3.02M Buy
7,030
+364
+5% +$157K 0.26% 79
2022
Q1
$2.94M Buy
6,666
+139
+2% +$61.3K 0.22% 86
2021
Q4
$2.32M Sell
6,527
-216
-3% -$76.7K 0.16% 104
2021
Q3
$2.33M Buy
6,743
+152
+2% +$52.5K 0.18% 96
2021
Q2
$2.49M Buy
6,591
+192
+3% +$72.7K 0.2% 89
2021
Q1
$2.36M Buy
6,399
+216
+3% +$79.8K 0.21% 83
2020
Q4
$2.19M Buy
6,183
+111
+2% +$39.4K 0.22% 81
2020
Q3
$2.33M Buy
6,072
+86
+1% +$33K 0.28% 75
2020
Q2
$2.18M Buy
5,986
+320
+6% +$117K 0.29% 72
2020
Q1
$1.92M Sell
5,666
-88
-2% -$29.8K 0.32% 70
2019
Q4
$2.24M Buy
5,754
+10
+0.2% +$3.9K 0.3% 79
2019
Q3
$2.24M Buy
5,744
+375
+7% +$146K 0.32% 76
2019
Q2
$1.95M Sell
5,369
-238
-4% -$86.5K 0.29% 79
2019
Q1
$1.68M Buy
5,607
+545
+11% +$164K 0.27% 78
2018
Q4
$1.33M Sell
5,062
-1,358
-21% -$356K 0.24% 82
2018
Q3
$2.22M Sell
6,420
-288
-4% -$99.6K 0.35% 73
2018
Q2
$1.98M Buy
6,708
+107
+2% +$31.6K 0.34% 78
2018
Q1
$2.23M Buy
+6,601
New +$2.23M 0.4% 74